With the gradual landing of AI application scenarios, imaging, gaming, machine vision and other fields are developing rapidly, AI server PCBs, which bear the functions of server chip base, data transmission and connecting components, are ushering in an update.

As AI models need to increase arithmetic power to manage an increasing amount of data, the process requirements for AI server PCBs are higher than those for PCBs used in other fields.

The accelerated process of digital transformation and related routers, data storage, and AI-accelerated computing server products are also expected to grow at a high rate, generating strong demand for large-size, high-level count, high-order high-density boards, and high-frequency and high-speed PCB products, as well as placing higher demands on their technical level and quality.

The first thing that distinguishes AI server PCBs from ordinary servers is the increase in the number of layers, and the number of layers of AI server PCBs has grown from about 12 layers in the Whitley platform to more than 20 layers in the AI training stage servers.

In addition, the AI server PCB also puts forward higher requirements for design flexibility and resistance. Process optimization at the same time, the relevant products are expected to usher in the volume and price rise. AI server PCB value is 5 times to 6 times the value of ordinary servers, with the landing of AI big models and applications, the market demand for AI servers is increasing, the market expansion is imminent. DGXA100, for example, 15321 yuan of the value of a single machine, 7670 yuan from the carrier board, 7651 yuan from the PCB, so in the server PCB has a better layout of manufacturers are expected to take the lead in benefiting.

With the exponential growth of global data traffic and the accelerated pace of global information technology construction, the server as the most important arithmetic infrastructure, worldwide shipments and market size to grow significantly.

From the medium and long term, the future PCB industry will still show a growth trend. 2022 to 2027 global PCB output value compound growth rate of about 3.8%, 2027 global PCB output value will reach about 98.388 billion U.S. dollars. China's major PCB manufacturers in various segments to form their own competitive advantages and bargaining power, the total output value of China's PCB industry in 2022 reached 44.2 billion U.S. dollars, accounting for 54.1% of the world. Various manufacturers are seizing the development opportunities of the AI server PCB track, which is expected to further consolidate China's dominant position in the PCB industry.